Export / Invoices

Getting started 

 In this article, you can learn about export / invoices functionality, which will allow you to export list of orders with their basic invoice and order information. In order to access this module you have to have  BOK supervisors , MC business admin, Administrator , Super administrator , or Root group. 

 You can find the example export file under the URL: 

 https://knowledge.tauceti-digital.com/invoice_report_example.xlsx 

 

 

 

 

 

 

   Visualization of the exported invoices list 

 

 

 

 To open the invoices export view, in the admin panel, navigate to: Import / export > Export / Invoices 

 

 

 

 

 

 

   Visualization of the export / orders list module in the administrator panel 

 

 

 

 Table of contents: 

 

 Export / Invoices section 

 Exporting invoices to the xlsx 

 

 

 

 

 Export / Invoices section 

 The Export / Invoices section allows to filter the exported data. Below you will find a description of possible filters. 

 

 

 

 

 

 

         Visualization of the export / orders list section 

 

 

 

 

  Order dates - A range of dates between which the orders should be exported. 

 Include orders - A dropdown menu that defines what type of orders should be exported. There are three possible options:

 

 With invoices - Exports only orders that contain invoices 

 Without invoices - Exports only orders that do not have an invoice 

 All - Exports all orders 

 

 

 Anonymise personal data - A switch that defines if the fields Receiver data and E-mail should be anonymised in the exported xlsx file. 

 Order and Invoices numbers only - A switch that defines if only Order number and Invoice number should be exported. 

 

 With the desired options chosen, you can export the xlsx file using the Apply filters and export button. 

 

 

 

 Exporting invoices to the xlsx 

 By pressing the Apply filters and export button shown in the Export / Invoices section chapter you are able to export all the filtered orders to the xlsx file and download it.  

 You can find the example export file under the URL: 

 https://knowledge.tauceti-digital.com/invoice_report_example.xlsx 

 

 

 

 

 

 

         Visualization of the exported orders=s 

 

 

 

 Xlsx file contains the following fields: 

 

 Invoice number - Number of the invoice (if exists) 

 Order number - Order number of the exported row 

 Receiver data - Customers personal information. This column contains its Name, Surname, Street number, building number, flat number, postal code and city name. 

 Emai l - Customers e-mail address 

 Order date - Date when the order was placed 

 Total price inc VAT - Order value with VAT 

 VAT - Percentage VAT rate 

 Price without VAT - Order value without VAT 

 Order status - Current status of the order 

 Payment Status - Current status of the payment. In case of COD orders the COD value will be displayed 

 Delivery mode - Type of delivery used 

 Payment mode - Type of payment used.